LUTHERAN SOCIAL SERVICE GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the LUTHERAN SOCIAL SERVICE GROUP, INC. 401(k) plan — and how to find and check your own account.
The LUTHERAN SOCIAL SERVICE GROUP, INC. 401(k) on its latest Form 5500
LUTHERAN SOCIAL SERVICE GROUP, INC. (EIN 16-1548940) reports LUTHERAN SOCIAL SERVICES GROUP, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $11.0M in plan assets across 93 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full LUTHERAN SOCIAL SERVICE GROUP, INC. filing — schedules, fees, and providers.
Who runs the LUTHERAN SOCIAL SERVICE GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LUTHERAN SOCIAL SERVICE GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROYAL ALLIANCE ASSOCIATES, MORNINGSTAR INVESTMENT MANAGEMENT L, BUFFAMANTE WHIPPLE.
How to check your LUTHERAN SOCIAL SERVICE GROUP, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask LUTHERAN SOCIAL SERVICE GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).